Webinar | 90-minutes | $199

Overview:

It’s that time of year again, we get to work on IRA Year End requirements.  Checking the required minimum distributions, inherited IRA distributions, reporting codes and more.  The One Big Beautiful Bill Act (OBBBA) brought 3 changes to HSAs and we will take a look at those also.  Wrap up 2025 successfully and enter the tax season with all updated information and handbook.

You will receive:  Updated IRA and HSA Handbooks

 Highlights:

• Year-End Reporting checks and procedures
• New HSA rules from OBBBA
• Inherited IRA Distributions and rules
• Trusts as beneficiaries of IRAs
• New repayment codes
• New Charitable Distribution codes
• New numbers for IRAs should be out
• And much much more…

 Who should attend?

IRA Coordinators, Branch Staff, New Accounts, Training and Compliance

Seminar Instructor

Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm, specializing in the education of banks across the nation.  Her 40+ years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees.  Deborah’s specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance, and Individual Retirement Accounts.

OnDemand Registration 

The cost for 90 days of unlimited access to this recording is $199.

You will receive a download link for any materials and manuals used by the instructor (digital), and a viewing link to the recordings of the class. (You will have unlimited access to the recording for 90 days.)

More Information

Please call (800) 354-3051 for additional information.